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Duke Energy
DUK

Overview Fund Activity

1,559 hedge funds and large institutions have $42.8B invested in Duke Energy in 2019 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 647 increasing their positions, 492 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,559
Holders Change
+96
Holders Change %
+6.56%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.49%
New
193
Increased
647
Reduced
492
Closed
72
Calls
$395M
Puts
$365M
Net Calls
+$29.9M
Net Calls Change
-$88.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$370M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$303M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$270M
4
Citadel Advisors
Citadel Advisors
Florida
+$192M
5
State Street
State Street
Massachusetts
+$192M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$110M
2
Renaissance Technologies
Renaissance Technologies
New York
-$101M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$48.4M
4
CC
Carlson Capital
Texas
-$44M
5
SG Americas Securities
SG Americas Securities
New York
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMRF
501
Illinois Municipal Retirement Fund
Illinois
$2.39M +$2.39M +26,233 New
DCM
502
Dupont Capital Management
Delaware
$2.39M +$67.1K +735 +3%
SPC
503
Sigma Planning Corp
Michigan
$2.38M -$322K -3,526 -12%
GLA
504
Great Lakes Advisors
Illinois
$2.38M +$1.33M +14,589 +126%
MA
505
Montag & Associates
Georgia
$2.36M +$166K +1,822 +8%
IA
506
Icon Advisers
Colorado
$2.35M – – –
SAM
507
Strategy Asset Managers
California
$2.35M -$25.2K -276 -1%
TCMG
508
TSP Capital Management Group
New Jersey
$2.35M -$2.49M – –
SA
509
Strategic Advisors
New York
$2.35M +$67.4K +739 +3%
APC
510
Aspire Private Capital
North Carolina
$2.34M -$26.8K -294 -1%
MBTD
511
Mechanics Bank - Trust Department
California
$2.33M -$123K -1,345 -5%
CFG
512
Citizens Financial Group
Rhode Island
$2.33M +$15.1K +165 +0.6%
IIM
513
Intact Investment Management
Quebec, Canada
$2.31M – – –
BPC
514
Banque Pictet & Cie
Switzerland
$2.28M – – –
PTC
515
Private Trust Company
Ohio
$2.27M -$63.6K -697 -3%
BGIM
516
Brandywine Global Investment Management
Pennsylvania
$2.27M -$822K -9,094 -27%
AC
517
Allstate Corporation
Illinois
$2.24M -$3.55M -38,894 -61%
GLLW
518
Graves Light Lenhart Wealth
Virginia
$2.24M +$25K +274 +1%
V
519
Veritable
Delaware
$2.24M +$52.8K +579 +2%
Fayez Sarofim & Co
520
Fayez Sarofim & Co
Texas
$2.24M -$31.9K -350 -1%
BHWA
521
Beacon Harbor Wealth Advisors
Virginia
$2.23M +$25.1K +275 +1%
RP
522
Rowlandmiller & Partners
Georgia
$2.23M -$28.7K -317 -1%
VAG
523
VisionPoint Advisory Group
Texas
$2.23M +$234K +2,571 +12%
PA
524
Pinnacle Associates
New York
$2.2M +$50.2K +550 +2%
PFS
525
Prospera Financial Services
Texas
$2.19M +$5.66K +62 +0.3%
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